vice-president & trust officer at the stephenson national bank & trust@ The Stephenson National Bank & Trust
Ingalls, Michigan, United States
Kadie Truitt
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University of Providence
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Tell me more about Kadie Truitt?
FlashIntel GPTKadie Truitt is a highly experienced professional with 23.5 years of work experience in wealth management, retirement planning, and asset allocation. Based in Wisconsin, she specializes in providing retirement and financial solutions to business owners and employees. Kadie is skilled in various areas such as commercial banking, credit, loans, and asset management. She is also a certified trust and financial advisor and has expertise in small business lending and investments. With a strong background in trust operations management and small business lending, Kadie is a valuable asset to any organization.
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Emails and Phone Numbers
About
I provide retirement and financial solutions to business owners and their employees specializing in the administration and sales of company-sponsored retirement plans including 401(k) and Profit Sharing Plans and Defined Benefit Pension Plans. In addition, I am responsible for the audit, compliance and risk management oversight in the Trust Department.
Work Experience
vice-president & trust officer at the stephenson national bank & trust
Vice President | Trust Officer
Banking
Kadie Truitt's Professional Milestones
- Vice President | Trust Officer (2000-05-01~): Implementing a comprehensive trust framework, streamlining operations and enhancing efficiency to drive sustainable growth.
- vice-president & trust officer at the stephenson national bank & trust: Implementing strategic financial plans and fostering trust management to drive business growth and maximize profitability.
Education
Skill
Wealth Management
Retirement Planning
Qualified Retirement Plans
Asset Allocation
Mutual Funds
Commercial Banking
Credit
Loans
Asset Management
Retirement Planning And Education
Trust Operations Manager
Wealth Management Services
Small Business Lending
Investments
Certified Trust And Financial Advisor
Certified Ira Services Professional
Certification
Colleagues
Jeff Bauman, AIF®
chief investment officer at stephenson national bank and trust
Charlie Cappaert
Senior Vice President | Chief Lending Officer | Business Banking
Daniel J. Peterson
President | Chief Executive Officer
Kathleen Bergquist
chief human resources officer the stephenson national bank & trust
Aron McDonald, CFP®, CTFA, AEP®
senior vice president | head of wealth management
Other Named Kadie Truitt
Frequently asked questions
We found 1 Kadie Truitt's email addresses
We found 2 Kadie Truitt's phone numbers
Kadie Truitt works for The Stephenson National Bank & Trust
Kadie Truitt's role in The Stephenson National Bank & Trust is vice-president & trust officer at the stephenson national bank & trust
Kadie Truitt works in the industry of Banking
Kadie Truitt's colleagues are Jeff Bauman, AIF®,Charlie Cappaert,Daniel J. Peterson
Kadie Truitt's latest job experience is vice-president & trust officer at the stephenson national bank & trust at The Stephenson National Bank & Trust
Kadie Truitt's latest education in University of Providence
